Member Info for driftking27

This trend will continue, with the macroeconomics being to the possitive regarding Israel & Ukraine.

Though we all know that China & Taiwan will start there own war sometime in the near future.

I would stay away from BAE and look at AIRBUS instead. They also make drones and helicopters through subsidiaries.

Bought AIRBUS in June, tempted to buy these once again if it drops heavily over next 2-3months. Maybe January sales

But have sold no stocks so far.

Am a buyer on big dips of 10% on indices.

The sale is probably to pay a tax bill.

These executives get over £100k a year.

What we must be worried about is the trend of defence stocks. These will be dropping, I’d wait until next yr before loading up again.

I sold here ages ago in June, bought AIRBUS.

I’m already up 10% versus same price with BAE.

I’m up for buying a 2% holding and top up again, but I believe there is more to fall from BAE stock.

It’s not to do with the contracts and order book it has, but what investors want to invest in.

I started 3 new positions this year, in AIRBUS, LMT & UNH. I’ll take BAE as one for January sales.

Gla

Made a boo-boo

‘…RE: Another 4 % and I will be in profit8 Oct 2025 05:43

Personally i see this as closer to £6 than £5 in 12 months time buoyed by the prices of mined metals, in the main, heading in a northern direction’.

Think you meant £6000 than £5000 in 12mths, or your on wrong message board.

Been in RIO since October 2008, just adding a nominal amount every 2yrs .

That’s way to play risky assets, not pile in top heavy.

You not tempted on DGE that is undervalued and oversold Gerry?

It’s not oversold.

RSI numbers say otherwise, and don’t be reading those fools articles 3ither.

Currently

Relative Strength Index (14) 45.7 Neutral

4hrs ago it was above 60

Iv been in stockmarket to know where dividends come from earnings.

The dividend payout is 240p

I have checked on both Tradingview.co.uk & marketscreener.com of BATS eps.

Your wrong .

EPS should cover it, and it doesn’t

EPS does not cover the dividend and is covered up by free cash flow on top of that.

IMB cut there dividend already and in last 5 yrs has outperformed BATS by over 50% growth.

This is not OVERSOLD.

You need to do better research in macroeconomic and trends another.

It’s down for a clear reason.

The one person who got this badly wrong was BUFFETT buying when this was around 3650p on DEO, but then again he only bought 225k shares 1% of his portfolio.

I’m not holding shares of B&J. Too small an entity

I’m selling ULVR Iv had since 2003, top up DGE lower down. That’s my plan

Could it be the drinking culture has changed due to the work from home culture.., I would agree on that reason, along with people getting interested in fitness more…

CITY don’t even DGE in top 10 holdings since last quarter.

Then again MUT has DGE in top 5 in their trust, but can’t see any global uk trusts with any beverage firm listed, be it CONST , or any other one…

Longterm views still remain subdued and not going to change.

Gen Z have changed their ways with alcohol, and barerly drink, and are more interested in health benefits of being teetotal instead.

Take Tobacco, similar trend happened with them. It’s no different with this..

Yes, iv been in DGE since 2008, Buffet is too.

But this is going South. Market with beer brands have suffered too.

Though, I will be selling 500 ULVR stock I have also had since 2001, so tempted in putting it here lower down. 1300-1400p.

Wait for Budget see where market says that’s my best guess on a short term position

Article is from Simply by Wall St

Dividends are typically paid from company earnings. If a company pays more in dividends than it earned in profit, then the dividend could be unsustainable. British American Tobacco paid out 174% of profit in the past year, which we think is typically not sustainable unless there are mitigating characteristics such as unusually strong cash flow or a large cash balance. Yet cash flow is typically more important than profit for assessing dividend sustainability, so we should always check if the company generated enough cash to afford its dividend. Dividends consumed 61% of the company's free cash flow last year, which is within a normal range for most dividend-paying organisations.

It's disappointing to see that the dividend was not covered by profits, but cash is more important from a dividend sustainability perspective, and British American Tobacco fortunately did generate enough cash to fund its dividend. Still, if the company repeatedly paid a dividend greater than its profits, we'd be concerned. Extraordinarily few companies are capable of persistently paying a dividend that is greater than their profits.

I know what you meant. But truth be told, they payout too high a percentage of total earnings in dividends.

IMB cut there divi back in 2015, I’m sure it was after the change to Tobacco users in 2014, when SP’s of PM, BATS, IMB nose dived.

I would not sell, but do research on what hedge funds strategy is.

Both Murray International / Murray Income to name 2 have tobacco stocks in top 5 positions on there holdings in PM &

Bats too.

Add if SP dived 20%. I did just that with IMB and doing just nicely since I bought in 2010 -2011 in BATS & IMB

This is the article I found that I commented on earlier

Dividends are typically paid from company earnings. If a company pays more in dividends than it earned in profit, then the dividend could be unsustainable. British American Tobacco paid out 174% of profit in the past year, which we think is typically not sustainable unless there are mitigating characteristics such as unusually strong cash flow or a large cash balance. Yet cash flow is typically more important than profit for assessing dividend sustainability, so we should always check if the company generated enough cash to afford its dividend. Dividends consumed 61% of the company's free cash flow last year, which is within a normal range for most dividend-paying organisations.

It's disappointing to see that the dividend was not covered by profits, but cash is more important from a dividend sustainability perspective, and British American Tobacco fortunately did generate enough cash to fund its dividend. Still, if the company repeatedly paid a dividend greater than its profits, we'd be concerned. Extraordinarily few companies are capable of persistently paying a dividend that is greater than their profits.

Ok, thanks for your input. Figures came from an article on… youv guessed it fools .co. Uk haha

Hi,

I’m an IMB investor, but tempted to sell my 300 for whatever I get here.

My reasons are I believe BATS has a stronger future growth than IMB, my only question is that BATS pays out around 147% earnings in divi each yr.

Iv been in IMB since 2011.

Iv only added once in IMB in 2021

Opinions welcome

But the biggest shock of last 24hrs.

Pharma has shot to sky

AZN up 11%

AMGEN up 6%

ABBVIE up 7%

NOVO up 6%

LILLY up 5%

ROCHE up 8%

I’m a happy guy today

On a Quick Look at graphs.

BATS beats IMB over last 10yrs due to a lower drop to that of IMB.

Bats is up 7.5% to date over 10yrs

IM is down 8.3% to date over 10

Just had a review of Divi I made a mistake

IMB pay £1.88 for the year (6.1%)

BAT pay £2.40 for the year (6.1%)

It was more about the companies ( IMB ) growth compared to BATS. As BATS is the larger company and also versus debt to equity BATS is better on paper, but I’d like more views.

Cheers